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Lucas Baker

5 Years of Experience
Cincinnati, OH
Broker

Lucas Baker is a registered investment advisor at Morgan Stanley, based in Cincinnati, OH, with 5 years of industry experience. Their practice areas include Investment Management. Their firm serves 2,539,760 clients with $1700B in assets under management.

Compensation
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Firm Size
23050 advisors
IM Fee
Planning only
Assets Under Management
$1650.0B

Fee Structure

Investment management only (planning not offered)
Annual Retainer:Up to $500,000/year
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Location

221 East 4th Street, Atrium Building, Cincinnati, OH, 45202

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

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Other Business Activities

Lucas works as a server and cook at Quatman Cafe, a restaurant/bar/nightclub, dedicating about 10-20% of his time. This activity is not investment-related.

Employment History
Current Registrations
Morgan StanleyBroker
October 2022 - Present · 3 yrs 9 mos
Morgan Stanley
October 2022 - Present · 3 yrs 9 mos
Previous Registrations
Fidelity Personal and Workplace Advisors
November 2021 - October 2022 · 11 mos
Fidelity Brokerage Services LLCBroker
December 2020 - October 2022 · 1 yr 10 mos
State Registrations40 states
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AdvisorBrokerBoth

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Exams
No exam information available for this advisor.